TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
looks at a range of topics on retirement planning and protection.

Techtalk

WHAT DOES THE FUTURE HOLD FOR UK PENSIONS’ TAXATION?

We share our thoughts on the future of tax relief as an incentive for retirement savings.

CREATING TRANSPARENCY TO IMPROVE ACCESS TO INSURANCE

To help demystify the protection underwriting process, we explain underwriting approaches to the three most common disclosures – mental illness, back pain and asthma.

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PENSIONS AND THE INCOME TAX CALCULATION

A summary of the seven step income tax calculation focussing on the tax aspects of pension funding, withdrawals and tax charges.

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MONEY PURCHASE DEATH BENEFITS AND ESTATE PLANNING

A short summary of the tax benefits of beneficiary flexi-access drawdown and its potential use as an estate planning device.

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DEATH BENEFITS – YOUR QUESTIONS ANSWERED

A selection of frequently asked questions covering all aspect of defined contribution scheme death benefits.

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DEFINED BENEFIT LIFEBOAT – THE PENSION PROTECTION FUND EXPLAINED

How the Pension Protection Fund operates – including the long service cap and recent developments following the CJEU ruling on Hampshire v PPF.

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FOUR AGES: FLEXIBLE RETIREMENT & WORKPLACE PENSIONS

An outline of key considerations for employees accessing workplace savings while still in employment.

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DEATH & TAXES – PAYING IHT TO OBTAIN PROBATE

We explain how LPRs can pay an IHT bill in order to obtain probate when there’s
no life cover in trust – illustrating the disadvantages.

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PENSIONS FREEDOMS FOUR YEARS ON – A NEW HOPE?

A look at the proposals in the FCA’s PS 19/1 – its response to the Retirement Outcomes
Review.

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